Compare · 2 funds side by side · dividends reinvested

CPLB and IUSB

CPLBNY Life Investments×IUSBiShares×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,259CPLB · best of the two

Story of the two · IncomeMost incomeCPLB · 5.52% · $552 a year on $10k

Story of the two · RiskSmallest drop

CPLB and IUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

NYLI MacKay Core Plus Bond ETFBonds & Cash · Core aggregate0.35%5.52%−0.4%+0.2%+6.2%+0.5%−4.0%3.8%$495M1.1

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.36%−0.6%−0.2%+5.1%+0.2%−4.3%3.9%$50.3B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: CPLB 2021 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

3Y

NYLI MacKay Core Plus Bond ETF · $495M$11,978

CPLB

IUSB

iShares Core Universal USD Bond ETF · $50.3B$11,609

$10,000 three years ago, dividends reinvested

CPLBMeasureIUSB

−0.4%

More Ways to See the Pairs

CPLB vs IUSB: Top 5 Holdings

Today

CPLB

-0.1%in top 5

IUSB

in top 5[…]

CPLBStockIUSB

0.0%NINEnot top 5

-0.1%CASHnot top 5

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

Cost, Income and Risk

Fees: CPLB, IUSB

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

CPLB0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: CPLB, IUSB

1Y

5.52%highest, CPLB

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 11

−0.6%

+0.2%1 yearTotal return−0.2%

+6.2%3 years · per year$10,000 became $11,978 · $11,609+5.1%

+0.5%5 years · per year$10,000 became $10,259 · $10,077+0.2%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

5.52%Trailing 12-mo yield$552 · $436 a year on $10k4.36%

−4.0%Worst dropSmaller is better−4.3%

3.8%VolatilityLower is calmer3.9%

CPLBIUSB Winner of the row, in its colourEach row: the bigger of the two fills its side

7–1CPLB wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

CPLB vs IUSB Returns, Every Period

5Y

NY Life InvestmentsCPLB

+0.5%

5 years, per year

IUSBiShares

+0.2%

5 years, per year

CPLBIUSBFaded: behind in that period

4–0CPLB wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

CPLB vs IUSB

YTD

NY Life InvestmentsCPLB

−0.4%

IUSBiShares

−0.6%

−0.4%Year to date−0.6%

−4.0%Worst drop · 1Y−4.3%

3.8%Volatility · 1Y3.9%

5.5%Yield4.4%

$495MAssets$50.3B

4–0CPLB wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yield

$10k

CPLB5.52%$552

IUSB4.36%$436

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$517most kept, CPLB

CPLB$552 − $35 = $517

IUSB$436 − $6 = $430

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CPLB, IUSB

Today

[…]holdings […]

CPLBIUSB

CPLB—[…]

IUSB[…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+0.2%CPLB, at 3.8% volatility

CPLBWorst drop−4.0%3.8% vol

IUSBWorst drop−4.3%3.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

CPLBIUSB

−0.4%Year to date−0.6%

5.5%Yield4.4%

+0.2%Past year−0.2%

0.35%Fee0.06%

3–1CPLB wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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CPLB and IUSB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two